See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,422 | $81,357-31.9% | $75,972-27.0% | $199,593-72.2% |
| Participation rate | 99.7% | 69.9%+29.7pp | 69.1%+30.6pp | 72.0%+27.7pp |
| Annual return | 12.85% | 16.32%-3.5pp | 359.55%-346.7pp | 34.25%-21.4pp |
| Employer contribution / active EE | $3,779 | $3,341+13.1% | $2,685+40.8% | $3,034+24.6% |
| Participant deferral / active EE | $0 | $4,710-100.0% | $4,255-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $144-99.7% | $6,467-100.0% | $269-99.8% |